Dana Innovations, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dana Innovations, Inc. (EIN 33-0005938) is a plan sponsor located in San Clemente, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0005938
Location
San Clemente, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$26,051,103
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$26,051,103

Contributions & income

Employer contributions
$649,095
Participant contributions
$2,128,553
Total income / additions
$7,333,372

Expenses & distributions

Benefits paid / distributions
$759,086
Total expenses
$791,896
Net increase / (decrease)
$6,541,476

Coverage

Total reported participants
468
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Dana Innovations, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Dana Innovations, Inc. 401(K) Plan001281$26,051,1032023
Dana Innovations Welfare Benefit Plan501187not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Dana Innovations, Inc.
YearPlanParticipantsSchedulesFiling
2023Dana Innovations Welfare Benefit Plan18720240904122141NAL0032740576001
2023Dana Innovations, Inc. 401(K) Plan281H, C20250730181609NAL0002582547001

Related Form 5500 pages